Retailer Kohl's Corporation (NYSE:KSS) could show off its efforts to rebound under a new CEO when the company reports fourth-quarter financial results Tuesday before market open.

• Kohl’s shares are retreating from recent levels. Why is KSS stock dropping?

Here are the earnings estimates and key items to watch.

Kohl's Q4 Earnings Estimates

Analysts expect Kohl's to report fourth-quarter revenue of $5.14 billion, down from $5.40 billion in last year's fourth quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in seven of the past 10 quarters, missing estimates in the most recently reported third quarter.

Analysts expect Kohl's to report fourth-quarter earnings per share of 85 cents, down from 95 cents per share in last year's fourth quarter.

The company has beaten analyst estimates for earnings per share in four straight quarters and in eight of the last 10 quarters overall.

Key Items to Watch

In the third quarter, Kohl's reported revenue that was up 2.8% year-over-year, while comparable sales were down 1.7% year-over-year.

Investors will be looking for signs of positive sales growth, but the quarter could prove challenging based on recent data.

A report from Placer.ai shows that many consumers are trading department store shopping for off-price retailers such as TJ Maxx, Marshalls, Ross and Burlington.

The report showed that visits for Kohl's were down 5% in the fourth quarter. While that was a steep decline, it was a better performance than visitor drops of 5.5% and 7.1% for peers JCPenney's and Macy's, respectively.

The company named Michael Bender as its new CEO in November 2025, making this one of his first public reports for the company, which could highlight what's in store going forward.

"We are pleased with Kohl's third quarter results, marking a third consecutive quarter of delivering top-line and bottom-line performance ahead of our expectations," Bender said after third quarter results. "These results are a direct reflection of the progress we are making against our 2025 initiatives."

The company has gone through several leadership changes, which could put elevated pressure on the fourth-quarter results.

Kohl's has also become a highly shorted stock with 33.6% of the float currently short, according to data from Benzinga Pro.

The high short interest could make shares increasingly volatile if results are positive or management commentary shows positive momentum favored by investors.

Kohl's Stock Price Action

Kohl's stock is down 6.80% to $14.11 on Monday versus a 52-week trading range of $6.04 to $25.22. Kohl's stock is down 32.8% year-to-date in 2026, but remains up 19.1% over the past year.

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